in our organisation, we frequently have to deal with the following scenario, a practical solution to which with CiviCRM I have so far not been able to establish. I would greatly appreciate insights on how to do this:
Scenario: Our organisation has a large number of diverse contacts from journalists to banks to volunteers. A selection of these regularly needs to be contacted within the scope of a project running for, say, 6 months. The contacts are made individually, not through mass mailings, and contact progress needs to be recorded individually, too. The relevant co-worker needs to be able to pull up a complete list of contacts pertaining to a certain project, quickly grasp the status of each contact and act on new opportunities, challenges, or delays.
Now, I have tried to use CiviCampaign to pull individual selections of contacts out of our overall pool. However, as I cannot track individual contact progress in CiviCampaign (but only mass mailings) this does not seem practical.
I have further tried to separate contact groups by "Groups" or tags and then tried to use a report to get an overview of these. However, as reports are not meant to be interactive, I cannot jump into a contact, work on it and return to the overview in the report easily.
Can somebody advise if this is practically feasible without additional programming?